Charles Schwab Trust Co: BA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on BA, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 4,577,642 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 4,577,642 shares
Change vs previous 13F +93,742 shares
0.13% of the 13F portfolio, value $990,922,164.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,483,900 shares
Change vs previous 13F +112,163 shares
0.14% of the 13F portfolio, value $892,430,617.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,483,900 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,371,737 shares
Change vs previous 13F +138,219 shares
0.15% of the 13F portfolio, value $949,191,581.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,370,415 shares
- Charles Schwab Trust Co: 1,322 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,233,518 shares
Change vs previous 13F -13,301 shares
0.15% of the 13F portfolio, value $913,720,216.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,231,946 shares
- Charles Schwab Trust Co: 1,572 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,246,819 shares
Change vs previous 13F +44,338 shares
0.15% of the 13F portfolio, value $889,836,512.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,242,397 shares
- Charles Schwab Trust Co: 4,422 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 4,202,481 shares
Change vs previous 13F +20,093 shares
0.13% of the 13F portfolio, value $716,733,155.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,198,059 shares
- Charles Schwab Trust Co: 4,422 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,182,388 shares
Change vs previous 13F +980,266 shares
0.14% of the 13F portfolio, value $740,282,752.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,178,444 shares
- Charles Schwab Trust Co: 3,944 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,202,122 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $486,850,694.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,196,648 shares
- Charles Schwab Trust Co: 5,474 shares
Acceptance time not in the bulk data set (spec §4.2).